Continuing Education for Financial Professionals
teaching, training & teambuilding •
view samples • order now •
online training •
bonus
products
TEACHING, TRAINING & TEAMBUILDING is a turn-key, Referral-Based
Marketing Campaign.
Use this study-group style campaign to develop
professional referrals with teambuilding techniques and build the type
of deep, ongoing relationships that generate a
higher volume of highly-qualified referrals.
This comprehensive Referral-Based Marketing Campaign will
- differentiate you in the marketplace,
- enhance your professional image, and
- help you move beyond casual, infrequent referrals to building
true partnership alliances.
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BUY NOW: $695 plus shipping
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The Five Essential Training Sessions
- Beyond Federal Estate Taxes
Introducing the many "people" and "Life Cycle" issues of estate
planning, beyond the threat of taxes.
- Estate Planning 101: Title, Probate & Probate Avoidance
A basic primer on estate planning fundamentals, answering questions
allied professionals frequently think they already know ... but
oftentimes don't!
- Estate Planning 201: Irrevocable Life Insurance Trusts
Explaining why, when and how ILITs are appropriate estate planning
tools.
- Estate Planning Demographics
In this session you'll show your allied professionals the various
estate planning issues common to everyone, using Life Cycle concepts
(see below).
- Graduation and Next Steps
This may be a final session, or merely the springboard for an
ongoing study group. Either way, during this session you will
encourage advisors to identify their top prospects and outline a
plan to bring those clients to the table.
View Sample Slides
Watch FREE 30-Minute Training Webinar (Windows Media File)
Note: This is quite a large file and may take awhile to load. You may
choose to watch it online, or right-click and choose SAVE TARGET AS to download to your hard drive
and review off-line.
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 How
Does It Work?
Teaching, Training &
Teambuilding uses the principles of Life Cycle Marketing in a
turn-key educational campaign to initiate, develop and build on profitable
referral relationships.
With this program, you get the tools you need to educate financial
advisors on key estate planning issues – the real issues beyond federal
estate taxes. But this is more than just another advisor-training
workshop.
The secret to the success of this program is that you will go beyond
basic training, to establish relationships and develop lasting
partnership alliances that result in a steady stream of qualified
referrals to your practice.
With this unique five-part interactive study course, you will:
- Show financial advisors why they should introduce estate
planning to their clients, regardless of federal or state estate
taxes by answering the “What’s in it for me?” question;
- Teach advisors to recognize and identify estate planning
prospects in their own client base with Lifecycle Marketing;
- Engage financial advisors in thought-provoking discussions about
real-life client needs and actual cases;
- Build stronger relationships with repeated meetings and focused
interaction;
- Walk your advisors through the process of identifying estate
planning prospects, uncovering important facts, making referrals,
scheduling appointments & following up;
- Give advisors tools they can really use – including checklists,
fact-finders, and tracking forms;
- Ensure successful relationships by managing expectations with
clear communication about the estate planning process;
- Squeeze more out of your marketing budget with a turn-key
educational marketing campaign that can be used over and over with
different groups of advisors;
- See increased referrals from both seasoned professionals and
industry newcomers as you present compelling messages about the
urgent estate planning challenges facing their clients at various
life stages; and
- Enhance your image with a well-organized, polished, professional
campaign.
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|
CD Shipped to You
$695 plus shipping
 |
| *All orders are processed off-line,
Monday through Friday, during regular business hours. Your
CD will include all 5 PowerPoint workshops, the SUCCESS
GUIDE and the PROMOTIONS GUIDE. |
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Bonus Products
Get These Great Bonus Products FREE With Your Purchase
- USER'S Success Guide, a step-by-step implementation guide with advice
on how to conduct each session to build rapport, facilitate
interaction, and develop key referrals; and
- Sales & Marketing Plan
- Marketing Worksheet
- Top Prospects (fill-in form from CD)
- Marketing Action Plans (fill-in form from CD)
- Key Team Members (list for future reference)
- Ancillary Documents
- Agents’ Top Ten Prospects Form
- Ten Questions Form
- Confidential Client Questionnaire
- Rx Form (referral request form)
- Samples
- Sample Letters
- Phone Scripts
- Invitations & Follow-Up
- Maintenance Plan
- Enrolled Advisors, Contact Information & Follow-Up
- Notes for Future Reference
Note -- Your CD includes EVERYTHING needed to
implement this program -- sample letters, e-mail announcements, and
telephone scripts. We even walk you through the process of creating
a marketing plan, and give you the worksheets and reporting forms to
track your progress. But we don't stop there. We give you the vital
aids to keep the momentum going -- even AFTER the workshop series is
complete.
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